Wealth Alliance
EEM icon

Wealth Alliance’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wealth Alliance’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,455
Closed -$373K – 579
2026
Q2 		$373K Buy
+5,455
New +$356K 0.03% 393
2026
Q1 		– Sell
-4,246
Closed -$232K – 559
2025
Q4 		$232K Buy
+4,246
New +$231K 0.02% 505
2025
Q2 		– Sell
-28,766
Closed -$1.26M – 548
2025
Q1 		$1.26M Sell
28,766
-11,043
-28% -$480K 0.15% 135
2024
Q4 		$1.66M Buy
+39,809
New +$1.76M 0.2% 100
2024
Q3 		– Sell
-7,240
Closed -$308K – 530
2024
Q2 		$308K Sell
7,240
-1,306
-15% -$54.8K 0.04% 375
2024
Q1 		$351K Buy
+8,546
New +$340K 0.05% 361
2023
Q3 		– Sell
-7,837
Closed -$310K – 501
2023
Q2 		$310K Buy
+7,837
New +$308K 0.05% 370
2023
Q1 		– Sell
-65,769
Closed -$2.49M – 514
2022
Q4 		$2.49M Buy
65,769
+17,322
+36% +$639K 0.44% 35
2022
Q3 		$1.69M Sell
48,447
-2,827
-6% -$110K 0.33% 56
2022
Q2 		$2.06M Buy
51,274
+46,081
+887% +$1.93M 0.39% 49
2022
Q1 		$234K Sell
5,193
-3,305
-39% -$156K 0.05% 392
2021
Q4 		$415K Buy
8,498
+641
+8% +$32.3K 0.08% 263
2021
Q3 		$396K Buy
7,857
+227
+3% +$11.8K 0.09% 263
2021
Q2 		$421K Sell
7,630
-624
-8% -$33.9K 0.1% 235
2021
Q1 		$440K Sell
8,254
-2,474
-23% -$135K 0.12% 196
2020
Q4 		$554K Buy
10,728
+2,923
+37% +$141K 0.16% 156
2020
Q3 		$344K Buy
7,805
+298
+4% +$13.1K 0.12% 202
2020
Q2 		$300K Buy
7,507
+1,572
+26% +$58.8K 0.12% 217
2020
Q1 		$203K Buy
+5,935
New +$243K 0.11% 219

Other funds holding EEM

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Alliance's EEM Position: Q3 2026 in Review

Wealth Alliance sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2026, closing a stake of 5,455 shares — an estimated $373K sold.

Wealth Alliance first reported a position in EEM in Q1 2020 and held it in 19 quarters. The position peaked at $2.49M in Q4 2022. 1,446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Wealth Alliance reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 5,455 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $373K.
  • Wealth Alliance first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and held it in 19 quarters.
  • Wealth Alliance's iShares MSCI Emerging Markets ETF position peaked at $2.49M in Q4 2022.
  • 1,446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.